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Matrix42 Self-Service Help Center

Navigation Items

Overview

Navigation Items are the menus that allow users to navigate through the applications.   

On this page you will learn how to:

  1. Manage multi-level menus hierarchy:
    • create New Navigation Items of any nesting levels;
    • edit provided by default Navigation Items of the Matrix42 platform;
    • build static sub-menu items hierarchy ;
    • generate sub-menus dynamically using structures;
  2. Configure menu's actions on click:
    • set up navigation within the pages of an application; 
    • redirect users to external target resources;
    • set a menu item as a container for other Navigation Items;
  3. Customize menus displaying:
    • set audience and show relevant navigation items to particular users;
    • extend navigation structure using custom search filters;
    • share custom menu settings based on search filters with other users, user roles, etc. 

 

As a rule Navigation Items are located in the navigation panel and depend on the application's Navigation type:

Navigation Item settings are common for all applications regardless of their Navigation type and are managed in Solution Builder.  

Navigation Items for any application of the Matrix42 platform are managed in Administration application → User Interface  Navigation Items.

Types of Navigation Items

Configured Navigation Items of an Application are well structured and visually similar, although their internal settings differ.

Navigation Items can be conventionally classified as follows:

nav_items_standard_example_3.png

1. Application navigation: standard Navigation type preview of the hierarchically organized menu items of an entire application.

2. Structures: dynamically generated navigation structure based on the available in the application data;

3. Search filters:  custom items which serve as quick filters for the data of the parent navigation item.

Search filters are configured via Administration application → User Interface Search Filters page.

4. Static menu: manually configured navigation items structure containing a parent menu (Root Element) and sub-items (Child Element). 
5. Non-editable navigation items: some of the Matrix42 applications have default-provided navigation items that are not listed along with the other navigation items and available for restricted user roles. Such system navigation items cannot be deleted, modified or customized, for instance, Settings. 

Continue reading to learn how to use each configurable option of the Navigation Items in the order in which they are listed in the Solution Builder or proceed directly to particular use cases

Creating a Navigation Item

Solution Builder allows creating new and managing existing Navigation Items from the following pages:

  1. User Interface menu →   Applications dialog  → Navigation Items tab:
    application_nav_item1.png
  2. User Interface menu → Navigation Items grid:
    new_nav_item1.png

If you are creating a Navigation Item for a new application, in any case, you will need to create and save the Application first.

Navigation Item settings

To create or edit a Navigation Item, specify the settings listed below:

nav_items_settings_list.png

 

Mandatory settings are marked with an asterisk*:

Setting name Description
General Info: basic settings of the Navigation Item
Title*

a name of a Navigation Item displayed to the end-users in the Application. 

Initially entered in the Title field data defines the auto-generated Navigation Item's Technical name

Icon

optionally select an icon from the available library.

Settings particularities depend on the Item Type settings:

  • Root Element: selected Icon image will be displayed only for the Root Element of the Application's Navigation Item. If not specified the default icon is displayed.
  • Child Element: this Item Type does not show any icon, so leave the field empty.
Description

internally used text description of the Navigation Item. 

Optionally enter a short description of the Navigation Item that characterizes its purpose or use case.

Position

Specify integer or leave empty:

  • set an integer value to specify where the new Navigation Item should be placed among the other existing Navigation Items of the same nesting level;
  • leave empty: integer value will be assigned automatically and placed in the Navigation Items structure accordingly to the other existing Navigation Items Position settings. The Position value can be edited and reassigned manually later on.
Technical name

a system name of a Navigation Item.

Technical Name is auto-generated based on the entered Navigation Item Title field data and cannot be modified.

Visibility condition

optional field for specifying additional restriction criteria for the Navigation Item displaying.

  • Specified: set criteria as an ASQL expression. The specified condition automatically takes into account limits and restrictions for the current user based on user data settings stored in SPSUserClassBase. Specified expression results in true or false statement. The navigation item is shown if the specified expression returns true.
  • Not set: if the Visibility Condition field is left empty, the navigation item will always be visible in the navigation structure, provided the Enabled checkbox is selected (default);
Enabled

check-box options:

  • selected: Navigation Item displaying in the Application is enabled;
  • disabled: menu item is not shown in the Application.

The actual displaying of the Navigation Item for each particular user also depends on  a number of settings:

  1. Navigation Item's Set audience properties;
  2. Visibility condition field;
  3. Hide for users for whom Navigation Item is permitted property.
Hide for users for whom no child Navigation Item is permitted

check-box options:

  • selected: menu item will be hidden from the application's navigation structure in the case when the edited menu acts as a container for other sub-items and all of these child Navigation Items are not available for the current user due to the verified conditions:
    • Enabled field setting;
    • Set audience properties;
    • Visibility condition field;

The out of the box Matrix42 Administration application contains a number of pre-defined system settings for the Navigation Items. 

"Hide for users for whom Navigation Item is permitted"  option is selected by default only for the Decide menu of the Self Service Portal.  For the rest of the Navigation Items, this property can be enabled manually.

  • disabled: Navigation Item is displayed in the menu structure.
Item type: select one of the suggested options
Child Element the Navigation Item will be a part of a multi-level menu.  In this case, currently edited Navigation Item is a subordinate element which depends on the Parent navigation Item.
  Parent* start typing Navigation Item name for auto-suggestions or click the search icon to see a complete list and structure of the possible parent navigation items.
Root Element the edited element will be placed in the first level of the Navigation Items hierarchy and assigned to an Application.
  Application* start typing the Application name or click the search icon for a complete list of Available applications.
 Action on Click: select and configure one of the suggested options
Open Dataset View allows specifying a Dataset View which serves as a source of specific data which grouped in a set of particular columns or fields that can be browsed through and displayed in the application as a grid, a list, tiles, on a board or in a calendar.
  Dataset View*

start typing the Dataset View name for auto-suggestions or click the search icon to select an option from the complete list of the available in the application Dataset Views

Dataset Views are configured in the Administration application  User Interface  Layouts menu.

  Structure

Optionally specified for the currently edited Navigation Item structure allows dynamically generate the sub-items hierarchy based on the defined in the structure rules, relations and sub-items filtering conditions.

start typing the Structure name for auto-suggestions or click the search icon to select an option from the complete list of the available in the application Structures. 

Structures are configured in the Administration application User Interface  Layouts  → Navigation Items →  Structures.

  Default filter

search filter applied by default to the data displayed on the specified menu item page.

start typing the Search Filter name for auto-suggestions or click the search icon to select an option from the complete list of the available in the application Search Filters.

Every time a user opens a Navigation Item with pre-defined default filter for the first time, the page lists only those records that correspond to the search filter conditions.

For proper functioning of the search filter during the application's runtime make sure that the specified default filter is based on the same Data Query as the selected for the Navigation Item Dataset View.

For instance, let's consider an example when every time a user opens an Incidents Navigation Item the very first time, by default we need to show all incidents on status "New":

default_search_filter.png

  1. Administration application  → Navigation Items → edit Incidents Navigation Item;
  2. Set Default filter, for instance, "New" search filter that retrieves all Incidents on status New;
  3. Open configured Navigation Item in the corresponding application: click once on the "Incidents" Navigation Item;
  4. Apply default filter:  instead of opening the Incidents page user is "redirected" to the page which immediately lists all records corresponding to the default filter condition. "New" sub-element of the menu is highlighted as active. 
  5. Open Navigation Item: click on the Incidents Navigation Item for the second time to see all available for the user Incidents without additional data filtering.

 

  • "New" sub-element of the Incidents menu technically is not a  Navigation Item, but only a search filter, although visually both elements may be mistaken for the Navigation Items.
  • Search filters can be customized and their display can be adjusted for the entire application by the application administrator or locally by a specific user. Search filters used as default filters of the Navigation Items cannot be hidden or removed from the menu preview by the current user of the application unless the search filter is no longer used as default.
  • Administrator can delete the search filters from the system. If the search filter is used as a default filter of the Navigation Item it will automatically be removed as well from the Navigation Item settings. 
  Present in Global Search Context List

check-box options:

  • disabled: data from the navigation item is not included in the application's global search results and menu item is not listed as a global search filter;
  • selected (default): navigation item data is included in the global search, for example:
    1. click the global search icon;
    2. currently opened page of the application is selected as a default filter of the global search:

global_search.png 

Navigation Item: Present in Global Search Context list option is enabled

Execute Angular Controller   the Navigation Item leads to the page which is defined by the AngularJS Controller. This option is the most flexible as allows to develop any layout with absolutely any logic but on the other hand is the most complex as it requires strong Front-end developer skills. 
  Controller* See more on Understanding Controllers and UUX Front-end Workspaces pages.
  URL  
  Template URL  
Go to External URL specify to redirect users to external target resources.
  URL* URL address of the external resource.
  Open in new window

check-box options:

  • selected: URL link will be opened in a new tab of the browser;
  • disabled (default): URL link is opened in the same tab as the application;
Open Landing Page

Navigation Item leads to a specially designed page of an application which is intended for directing or guiding the users to specific parts of the website. Landing pages content stands out of a commonly used in the application page formatting like listing data in grids, tiles,  as a calendar, etc.  and can be reinforced with visuals, such as graphs, charts or images.

As a rule, this option is intended for those types of pages which may serve as an entry point for the application, for instance:

  • Homepage;
  • Overview page;
  • Getting started page;
  • FAQ page, etc.
  Landing  Page*

start typing the Landing page name for auto-suggestions or click the search icon to select an option from the complete list of the available in the application Landing pages. 

Landing pages are configured in the Administration application -> User Interface -> Layouts menu.

Do Nothing the navigation item will act as a container for other sub-items in the navigation structure

Click SAVE to apply changes and save the provided data.

You can add as many navigation items as you need to create the navigation structure in the Application you are building or editing.

 

Use cases

Creating static menu structure

Static menu structure is a manually created Navigation Items hierarchy that can consist of multiple levels.

Example: 3-level menu using Navigation Item settings: 

  1. Create a Root Element and assign it to an Application;
  2. Create  a Child Element and assign it to the Parent item from the previous step;
  3. Create another Child Element and assign it to the Parent item from the previous step.

You may create as many nesting levels as you need. 

Tend to avoid multiple level menus if your application has simple navigation. 

Minimize the number of menu items and their nesting levels as complex menu structure may result in poor user experience. An overloaded menu may cause items' overlapping, as all the sub-items of the main menu are grouped and all nesting levels are listed in the drop-down straightaway:

Configuring dynamic menu using structures

Structure is a dynamically generated menu items hierarchy based on a specific set of data, organized and filtered according to the specified criteria.

For details see Administration application User Interface  Layouts  → Navigation Items →  Structures.

Reordering menu items

Use the Position field of the Navigation Item settings to reorder manually created menu items of the same nesting level. 

Using menu as a divider

Use the Do nothing Action on click of the Navigation Item settings to display a non-clickable menu item which acts as a container for other sub-menus.

Choosing action on click

Action on click property of the Navigation Item settings defines the target or page that opens when clicking on the menu item.

Using internal resources of the application

Each menu of the application is intended to display a specific page. Matrix42 platform stores each page as a manually configured Layout. Specify the menu's target page from a configured in advance Layout of a Dataset view or Landing page types. 

Dataset view

Use the Dataset View field of the Navigation Item settings to show a Layout based on the internally stored in the Martix42 platform data that can be displayed in the application as a grid, a list, tiles, board or in a calendar. 

Landing pages

Use the Landing page field of the Navigation Item settings to show a Layout based on the internally stored in the Martix42 platform data that is organized on a page in a particular way with an intention to inform, guide or direct the users of your application.  

External resources: redirect to a specific URL

Use the Go to External URL field of the Navigation Item settings to redirect users to a specific page that is not a part of the Martix42 platform. Set an absolute or full URL path to the necessary page.

Advanced options: Develop and Execute Angular Controller

See more on Understanding Controllers and UUX Front-end Workspaces pages.

Managing  Navigation Items visibility levels

The same application may have different menu structure for different users. This can be explained by a number of criteria and restrictions that are applied before the Navigation Item is shown to a specific user. These criteria are checked when the user opens an application and are verified one by one as described in detail below. 

Global visibility settings

Enabled property of the Navigation Item settings defines whether the Navigation Item can be displayed in the Navigation Items hierarchy. 

Set audience

Set audience setting of a Navigation Item defines a set of users, user roles and user groups who can access the specified menu item. 

For more information see SET AUDIENCE page.

Set user specific visibility condition

An additional step allows setting specific conditions verified for a current user. The condition is applied after the audience restriction and may include a set of rules that are too specific and may not be covered by the Set audience settings. 

Use the Visibility condition field of the Navigation Item settings and set additional restriction as an ASQL expression.

Hiding redundant Navigation Items

If the sub-items of the menu are not available to the users due to previously enumerated conditions and the Navigation Item is used as a container for sub-items such Navigation Item is considered as redundant. Enable Hide for users for whom no child Navigation Item is permitted to hide such Navigation Items from the application's menu.

Deleting Navigation Items 

Delete Navigation Item option depends on the Navigation Item type:

  • Manually created Navigation Items can be deleted from the system by the Administrator user.
    Use the Delete action to remove the Navigation Item from the Application settings:
    nav_item_del.png
    • choose an Application;
    • click the Navigation Item;
    • click Delete action and follow the instructions. 

Delete action does not only removes the Navigation Item from the Application but removes it completely from the system so that the menu settings are no longer available in the list of Navigation Items and this change cannot be reverted. 

Change the Enabled field property of the Navigation Item if you prefer to keep the settings in the system but do not show them to any of the intended application users.

Delete multiple items option is available from the Navigation Items list. This change cannot be reverted:

nav_tem_multiple_del1.png

  • Structures and dynamically generated sub-items of the menu cannot be deleted by a user or an Administrator. The displayed elements and menu's hierarchy entirely depends on the structure settings and available in the system data.
  • Default-provided system Navigation Items cannot be deleted by an application user or an Administrator. Administrator can change the Enabled field property of the Navigation Item settings and disable menu item display for all users of a specific application.
  • Search Filters: although the search filters technically are not managed as Navigation Items they can be removed from the Navigation menu structure under certain conditions and by specific users, for example:
    • application user manually creates a search filter. Right-click the necessary item, click Customize Navigation and click the Delete Filter button if provided:
      del_search_filter.png
      The search filter is completely removed from the system if it's available only for a specific user.
      Search filters with shared user access remain in the system, are available to other authorized users and can be removed only by an Administrator.
    • any user (application user or an Administrator) has created a search filter and the search filter is assigned as default filter of a Navigation Item. Such filter can be removed by an Administrator only.
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